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Sponsor portfolio

KIMBALL ELECTRONICS, INC.

EIN 87-0214972-wholesale-Latest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$1.5M premiums
Participants
304
2233 SOUTH 300 EAST - SALT LAKE CITY, UT 84115801-466-0569kimballinc.comLinkedIn51-200 employeeswholesale
Plans on this EIN
2 filings
#002401k-$5.5M - 147 part#501Fully Insured-$1.5M - 1,306 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Vision$200K
  • Other$101K
  • Life$88K
  • Short-term disability$88K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • BLUE CROSS OF CALIFORNIA76%
  • EYEMED VISION CARE13%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC4%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • EMPLOYEE CHOICE SOLUTIONS INS AGENC0%
  • MORETON & COMPANY0%
Total $62K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KIMBALL ELECTRONICS, INC. 401(K) PROFIT SHARING RETIREMENT PLAN

401k

Assets$5.5M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KIMBALL ELECTRONICS, INC

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF UTAH

Premiums$1.5M
Covered lives1,306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002KIMBALL ELECTRONICS, INC. 401(K) PROFIT SHARING RETIREMENT PLAN401k$5.5M1472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KIMBALL ELECTRONICS, INCFully InsuredREGENCE BLUECROSS BLUESHIELD OF UTAH$1.5M1,3062025
Retirement plans
Welfare plans
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